Sr Consultant - Financial Planning and Analysis - Life Insurance - Remote



Accounting & Finance
Columbus, OH, USA
Posted on Saturday, June 15, 2024
As a team member in the Finance and Internal Audit department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

The ideal candidate for the Senior Financial Planning and Analysis role should have a strong background in the life insurance sector or similar financial services industries. They must be experienced in developing comprehensive business cases, managing budgets effectively, and driving initiatives within a matrixed organization. A profound understanding of financial analysis principles and exceptional business communication skills are essential to articulate complex financial concepts and collaborate with cross-functional teams. The role requires someone who can leverage their expertise to make a significant impact in the company.

This role can be staffed fully remote. This role will be staffed at the H3 Pay band.



Job Description Summary

Do you have a big picture point of view as well as a keen eye for details? Our success depends on staying ahead of the curve, making sure our businesses and leaders are on top of financial trends and changes. If you are a highly skilled business professional, who can develop and communicate financial information and forecasts, we want to hear from you!

As a Senior Consultant, you'll work with financial and business unit leadership on the most complex cross-functions projects, processes, systems and other activities that support strategic financial and corporate initiatives. You'll be as a recognized technical specialist and plan, coordinate and complete financial projects that impact multiple businesses/products or functional Finance areas.

Job Description

Key Responsibilities:

  • Develops plans, coordinates and manages the most complex financial projects. Manages all aspects of financial projects according to project guidelines, budget, impact and scope, and strategic focus.

  • Prepares and presents reports to Finance and business leadership.

  • Makes recommendations for improving the financial results of the supported business unit/product and/or functional Finance area.

  • Analyzes proposed transactions for acceptability and desirability from a financial point of view.

  • Leads studies and makes recommendations regarding business unit/company position on specialized financial actions such as investment income, systems, growth support model, corporate financial reporting, cash flow reporting, internal controls and self-assessment, mergers and acquisitions, corporate reinsurance contracts, etc.

  • Maintains awareness of major developments in the insurance and financial services industries and regulatory agencies.

  • Provides financial counsel and assistance to other functional areas on special projects or programs as assigned or requested.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director/Officer/Executive; may lead project team members.

Typical Skills and Experiences:

Education: Undergraduate studies in finance, accounting, statistics or related subject area. Graduate level studies with advanced degree preferred.

License/Certification/Designation: Technical industry coursework or certifications, e.g., CPCU, CPA, NASD, etc. desirable.

Experience: Eight years of related work experience in insurance and/or financial services industry. Project management experience.

Knowledge, Abilities and Skills: Technical expertise in advance financial principles and concepts. Advanced knowledge of accounting, statistics, finance, insurance/financial services industry, company organizational structure, regulatory requirements and financial analysis techniques. Financial project management practices and methodologies. Broad-based knowledge of multiple financial subject areas. Advanced communication skills for verbal and written contact; presentation skills. Project management concepts and techniques. Ability to analyze financial and statistical data and make recommendations for pivotal initiatives. Ability to operate a personal computer with various financial and business software applications.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the CFO or the HR leader.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

We currently anticipate accepting applications until 06/27/2024. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.


We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdfNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range.The national salary range for Sr Consultant, Finance - 444080 : $107,000.00-$207,000.00The expected starting salary range for Sr Consultant, Finance - 444080 : $116,000.00 - $176,000.00